LBA Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $752K | Sell |
8,374
-888
| -10% | -$79.7K | 0.4% | 47 |
|
|
2016
Q4 | $779K | Buy |
9,262
+110
| +1% | +$9.25K | 0.43% | 43 |
|
|
2016
Q3 | $821K | Buy |
9,152
+219
| +2% | +$19.6K | 0.46% | 37 |
|
|
2016
Q2 | $756K | Sell |
8,933
-350
| -4% | -$29.6K | 0.42% | 42 |
|
|
2016
Q1 | $764K | Sell |
9,283
-60
| -0.6% | -$4.94K | 0.44% | 41 |
|
|
2015
Q4 | $742K | Sell |
9,343
-395
| -4% | -$31.4K | 0.43% | 43 |
|
|
2015
Q3 | $701K | Sell |
9,738
-474
| -5% | -$34.1K | 0.44% | 40 |
|
|
2015
Q2 | $799K | Sell |
10,212
-215
| -2% | -$16.8K | 0.5% | 37 |
|
|
2015
Q1 | $854K | Sell |
10,427
-110
| -1% | -$9.01K | 0.54% | 37 |
|
|
2014
Q4 | $960K | Sell |
10,537
-1,380
| -12% | -$126K | 0.64% | 34 |
|
|
2014
Q3 | $998K | Sell |
11,917
-200
| -2% | -$16.7K | 0.69% | 32 |
|
|
2014
Q2 | $952K | Hold |
12,117
| – | – | 0.78% | 32 |
|
|
2014
Q1 | $977K | Sell |
12,117
-226
| -2% | -$18.2K | 0.8% | 31 |
|
|
2013
Q4 | $1.01M | Buy |
+12,343
| New | +$1.01M | 0.83% | 30 |
|